Account Handler
2 weeks ago
We are seeking an experienced Account Handler to join our team at Ecclesiastical Insurance Group. As an Account Handler, you will play a crucial role in maintaining strong relationships with our existing clients while contributing to business growth through proactive engagement.
Key Responsibilities- Prepare renewal schedules and proactively reach out to clients before renewal dates to ensure compliance with industry regulations.
- Handle incoming new business inquiries promptly and prepare customized quotations for potential clients.
- Use your negotiation skills to explore alternative quotes and find the best solutions for clients well in advance of renewal deadlines.
- Manage all documentation, including invoices, credit notes, and other paperwork, to ensure a seamless renewal experience for our clients.
- Identify cross-selling opportunities within our client base and collaborate with colleagues to maximize revenue.
- Prioritize client requests and strive for satisfactory outcomes, building strong relationships with our valued clients.
- Adhere to compliance procedures, FCA guidelines, and maintain organized file management.
- Foster positive relationships with insurance companies, ensuring smooth communication and efficient service delivery.
- Monitor delegated authority under agency agreements and maintain an effective credit control system.
- Previous broking experience, preferably specializing in commercial insurance (commercial combined, package, or financial lines and/or in property and liability insurance).
- Knowledge of a wide range of commercial insurance products and companies.
- Experience in obtaining information from clients via telephone and email.
- Experience in obtaining quotes and placing business.
- Good confident customer skills – both written and oral.
- Good negotiating skills and the ability to build good relationships with both clients and insurers/underwriters.
- Good organizational ability.
- Sound knowledge of FCA requirements within a broking role.
- Competitive Personal Pension.
- Annual Bonus scheme (Discretionary based on individual and company performance).
- Life Assurance cover up to 4 x salary.
- 25 days annual leave plus bank holidays (rising to 26 and 27 for 5 and 10 years' service respectively).
- Career development opportunities with funded support and financial incentives for all professional qualifications.
Ecclesiastical Insurance Group is a unique chartered insurance broking and financial services organization, which strives to be a trusted adviser to our clients. We are proud to be part of the Benefact Group, which in turn is owned by a registered charity, Benefact Trust. We are a financially secure, professional, and award-winning organization. We pride ourselves in donating a significant proportion of our profits to good causes.
We think that people are looking for something worthwhile in a company beyond the workplace. Our employees are encouraged to take at least one day a year to help a charity of their choice, offering practical and professional support, as part of our MyGiving programme.
Our staff know how to work hard but also how to enjoy themselves. We pride ourselves on creating an appropriate work-life balance, valuing wellbeing, flexibility, and being part of a team.
We are committed to creating an inclusive culture and building an environment where each and every one of us feels valued and respected. We are a community made up of people with a range of different backgrounds, abilities, perspectives, beliefs, and interests, and we value the strength this brings to us as a Group. We welcome applications from everyone.
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Edinburgh, Edinburgh, United Kingdom Ecclesiastical Insurance Group Full timeAbout the RoleWe are seeking an experienced Assistant Account Handler to join our team in Edinburgh. As an Assistant Account Handler, you will play a key role in ensuring the smooth renewal of our clients' insurance policies.Key ResponsibilitiesPrepare renewal schedules and proactively contact clients to ensure compliance with industry regulations.Handle new...
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Edinburgh, Edinburgh, United Kingdom Ecclesiastical Insurance Group Full timeAbout the RoleWe are seeking an experienced Assistant Account Handler to join our team in Edinburgh. As an Assistant Account Handler, you will play a key role in ensuring the smooth renewal of our clients' insurance policies.Key ResponsibilitiesPrepare renewal schedules and proactively contact clients to ensure compliance with industry regulations.Handle new...
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4 weeks ago
Edinburgh, Edinburgh, United Kingdom Ecclesiastical Insurance Group Full timeAbout the RoleWe are seeking an experienced Assistant Account Handler to join our team in Edinburgh. As an Assistant Account Handler, you will play a key role in ensuring the smooth renewal of our clients' insurance policies.Key ResponsibilitiesPrepare renewal schedules and proactively contact clients to ensure compliance with industry regulations.Handle new...
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3 weeks ago
Edinburgh, Edinburgh, United Kingdom Ecclesiastical Insurance Group Full timeAbout the RoleWe are seeking an experienced Account Handler to join our team in Edinburgh. As an Account Handler, you will play a crucial role in maintaining strong relationships with existing clients while contributing to business growth through proactive engagement.Key ResponsibilitiesPrepare renewal schedules and proactively reach out to clients before...
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3 weeks ago
Edinburgh, Edinburgh, United Kingdom Ecclesiastical Insurance Group Full timeAbout the RoleWe are seeking an experienced Account Handler to join our team in Edinburgh. As an Account Handler, you will play a crucial role in maintaining strong relationships with existing clients while contributing to business growth through proactive engagement.Key ResponsibilitiesPrepare renewal schedules and proactively reach out to clients before...
